$106.0M Total AUM
$106.0M Disc. AUM
-- 3Y CAGR
5 Employees
152 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-15-2015
- Office Locations
- 1
Office Locations
5 Marianna WAY, Suite 102 Bluffton SC
About Lang Capital
Lang Capital is a Carolinas-based RIA/private wealth manager (Charlotte and Hilton Head) providing fiduciary investment advisory alongside retirement, income, advanced tax, and estate planning. The firm works with retail investors such as retirees and entrepreneurs, building portfolios largely with ETFs and public funds. Founder Pete Lang is a retired tax attorney and CPA, supporting a tax-aware planning approach.
Team overview
61 AVG AGE
$53.0M AVG AUM / ADVISOR
$697.4K AVG AUM / CLIENT
5.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PETE ALEXANDER LANG
Investment Advisor, President
- CRD
- #5873950
- Ownership
- 75% or more
Available
Available
Available
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JACOB KANTER LANG
--
- CRD
- #6483075
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $106,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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